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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,306 | $109,863-84.2% | $98,477-82.4% | $167,518-89.7% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 22.37% | 1958.09%-1935.7pp | 1493.59%-1471.2pp | 478.71%-456.3pp |
| Employer contribution / active EE | $2,886 | $3,225-10.5% | $2,961-2.5% | $4,838-40.4% |
| Participant deferral / active EE | $4,438 | $4,673-5.0% | $4,276+3.8% | $6,342-30.0% |
| Admin fee / account holder | $246 | $6,755-96.4% | $5,951-95.9% | $12,312-98.0% |